Webinar on Retirement Planning
Earlier ₹ 2999
Now ₹299
About us
Mr. Sharda Mohan Agrawal, founder of Prism Financial Services, is a finance professional with over two decades of experience.
Throughout his career, he had the privilege of working with renowned companies such as Standard Chartered Bank, HDFC Bank, Citibank, Benchmark Mutual Fund, Reliance Wealth and Incred Wealth. In these roles, he has been instrumental in providing investment solutions to Corporate Treasuries, Family Offices, Ultra High Networth Individuals, High Networth Individuals and Retail Investors.
His professional journey has provided him with a unique vantage point, having experienced various market cycles firsthand. He has witnessed the IT bubble of the 2000s, the bull market of 2004-2007, the Great Financial Crisis of 2008, the time correction of 2010-2014, the exuberance in the market from 2016-2017, the fall of mid and small-cap stocks from 2018-2019, the Covid-induced market downturn in March 2020, and the subsequent bull run of 2020-21. This exposure has given him invaluable insights into market cycles, risk management, and the importance of disciplined investing.
Navigating through these market cycles requires a keen understanding of market dynamics and a disciplined approach to asset allocation. Over the years, he has gained valuable insights into various financial products, including Mutual Funds, PMS, AIF, Unlisted Equity, Structured Credit, Venture Debt, Bonds, Market Linked Debentures, Corporate FDs, and Insurance, among others. His experience with these products has allowed him to craft tailored investment strategies for clients, aligned with their unique financial goals and risk profiles.
In addition to traditional wealth management, he has also been involved in Succession Planning, facilitating the transfer of wealth from one generation to another. Furthermore, he has experience in assisting families to settle outside India through immigration via investment programs.
To put it succinctly, he has been an integral part of the Wealth Management practice from its inception to its current avatar, collaborating with the best institutions in the country from the financial capital of India.
